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5 results found

  1. Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job

    17 votes

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    7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Saroj Parsotam supported this idea  · 

  2. NZ GST - GST return note

    15 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Saroj Parsotam shared this idea  · 

  3. Statements - Auto populate the current date when searching customers statements

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Saroj Parsotam shared this idea  · 

  4. XPM: Import relationships info into Financial Statements

    6 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Saroj Parsotam commented  · 

    It would be great if we could get a "relationship' report, which lists all the Directors and their start dates, along with the Shareholders, their start dates aswell as how many shares each shareholder holds.

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    Saroj Parsotam commented  · 

    Hi we need a report which lists the 'relationships' in XPM, ie, Directors and Shareholders and how many shares each shareholder holds.

    Saroj Parsotam supported this idea  · 

  5. Practice Manager - Ability to archive deregistered clients in group profiles

    8 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Saroj Parsotam commented  · 

    If a lead has been lost, can that automatically remove the 'prospects' in XPM, or do I have to go and archive them individually?

    Saroj Parsotam supported this idea  ·